Overview of Investment Opportunities

Keys to investing (also refer to The Golden Rules)  

  • diversify.

  • don 't chase last year's winners.

  • correct ownership structure, minimise your tax.

  • "time in the market, not timing the market". 

  • correct level of risk/return for your age and investment goals.

  • understanding the business cycles.

Check out information on the following investments:


Private Portfolio Service Master Fund   
Gives you access to 13 different wholesale fund managers covering a total of 22 individual funds.  Combined it offers 13 different funds within one product.
The Private Portfolio Service Master Fund is best described as a framework through which the client can access a range of wholesale fund managers through one investment platform.  It now makes wide use of "absolute Return" style fund managers to help protect investments in down or volatile markets.


Leveraged Investments:
            Rental Property    
                   The advantages and disadvantages, calculate rental yields.
            Futures & Hedge Funds  
                   Leveraging through the use of options.
Fixed Interest       
  -  Secured debentures returns 2 to 3% above what the banks offer. 
  -  Traded Endowment Warrants

Direct Shares

Unit Trusts / Managed Funds   
  - The easy way to get a diversified portfolio across a range of markets and asset classes.

Futures & Hedge Funds:
  - Returns in this asset class tend to be independent of other asset classes and help to reduce the risk, or volatility of a portfolio.
              OM-IP Funds - capital guaranteed,
              Liontamer - capital protected

Forestry Investments
  - Tends to be a long term investment although some companies operate secondary markets.         

Taxation Issues    

Salary Sacrifice 
If you are on an income above $60,000 by using 'Salary Sacrifice' you can reduce your tax rate and save thousands of dollars.
Refer also to our "Your Money Column" article.

 Contact us to discuss your options. 


Please Note:
We make reference to other web sites offering various investment products. You will often obtain these at entry costs lower than indicated by contacting us and asking for an investment statement.  We are a full service business and can offer advice and continued, consistent contact by our clients placing business through us.  

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